Ht Partners LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $294 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $137M, Ishares Tr Msci Eafe ETF with a value of $43.6M, Ishares Msci Emerging Markets with a value of $15.1M, Vanguard Ftse Developed Market with a value of $13.7M, and Vanguard Total Stock Market Et with a value of $11.9M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $282M to 294M.

Below you can find more details about Ht Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $269 Million
Technology: $9.8 Million
Healthcare: $5.89 Million
Communication Services: $5.17 Million
Consumer Cyclical: $1.33 Million
Financial Services: $1.28 Million
Consumer Defensive: $536,000
Real Estate: $239,000
Other: $466,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $294 Million
  • Prior Value $282 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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